Midcap and smallcap funds have done better in recent times
AMFI has classified Vedanta Aluminium as a large-cap stock in its July 2026 reclassification, placing the recently listed company among India's top 100 by market capitalisation
The picture is even weaker for regular plans, with just two schemes managing to stay ahead of the benchmark
Tracks index but flexes 5 tactical levers to seize alpha passive peers can't touch
Large-cap funds have shown steady performance, with recent results pointing to improving earnings momentum across leading companies. Experts say valuations look appealing for long-term investors
From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts
Quality-focused funds also gain traction amid shift in market trends
Largecap companies are generally less vulnerable to economic slowdowns than their mid- and smallcap counterparts
his strategic approach comes as micro-cap indices emerged as the standout performers in September 2024, gaining 2.4%, slightly ahead of large-cap peers like the Nifty 100
Flexicap slips to the second spot, largecap to fourth
The threshold has jumped from Rs 67,000 crore and Rs 22,000 crore after the end of the previous rebalancing in December 2023
The long-term trend may suggest a reversal if Nifty50 falls below 20,000
Investors flocked to large-cap oriented mutual funds with influx of Rs 1,287 crore in January, making it the highest fund infusion in 19 months, as a significant run-up in small and mid caps prompted them to book profit. This is a huge turnaround following a net outflow of Rs 281 crore in December. Also, the quantum was 80 per cent higher than inflows of Rs 716 crore in January last year. The latest inflow helped push the asset base of large-cap equity category by 26 per cent to Rs 3 lakh crore at January-end from Rs 2.38 lakh crore a year ago. According to latest data by Association of Mutual Funds in India (Amfi), equity mutual funds focused on large-cap received inflow to the tune of Rs 1,287 crore in January. This was the highest level since July 2022, when the category saw an inflow of Rs 2,052 crore. Given the significant run-up in small and mid caps, investors are booking some profits and rebalancing into large-caps, Kaustubh Belapurkar, Director - Manager Research at ...
Experts believe these returns are on the expected lines considering that most flexicap fund managers maintain over 60 per cent allocation in largecaps consistently
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Valuation is comfortable for large-caps, but there is little margin of safety in the broader market categories, analysts said
The blue-chip Nifty 50 has risen more than 16% from its March lows, compared to a 37% rally in mid-caps
Through the IPO, JSW Infrastructure raised Rs 2,800 crore in fresh capital, which it plans to use for paring its debt
"There are some managements (within these sectors) we are focusing on, which we believe can deliver," he said
The first quarter of fiscal-year 2023-24 saw 25 new fund offerings (NFO). Cumulatively they were able to garner INR 5,539 crores during their NFO period.